Invitation To Consult - Best Practices in Treasury Functions

Yes, as long as the client agrees to keep it confidential

Yes, if it is no longer being used by the company

No, I must never share any confidential or non-public information

I can share internal information if I no longer work for the company

Share only the launch date, not the full strategy

Answer the question if the product has already been mentioned internallyC

Politely decline to answer and explain that it involves non-public information

Share the information if it’s not being used to trade stocks